Investments & Wealth Institute

✨ Earn Your Certified Private Wealth Advisor® (CPWA®) Designation with the Chicago Booth School of Business – Enroll Before February 28! The CPWA designation isn’t just another credential—it’s your pathway to delivering exceptional value to HNW clients. Here’s why financial professionals choose the Chicago Booth School of Business’ CPWA program: ✅ Six month online study, designed for busy professionals followed by a 3.5-day in-person capstone event in Chicago ✅ Learn sophisticated wealth strategies, behavioral finance, legacy planning & more ✅ Gain insights from distinguished faculty and experienced industry professionals ✅ Earn your designation from the prestigious Chicago Booth School of Business The upcoming class runs from March 20 to September 18, 2025. 👉 Time is running out—and seats are filling fast. Enroll before February 28 by logging into the Academy dashboard and scroll down to the CPWA certification section and click “Apply Now”. If you do not have an account, you can create one here: https://hubs.li/Q037GrdY0.. #CPWA #WealthManagement #ChicagoBooth #ProfessionalDevelopment #HNWClients

✨ Empowering Representation in Finance At the Investments & Wealth Foundation, we are dedicated to empowering underrepresented professionals through our scholarship fund. To date, nearly $1.6 million in scholarships have been awarded, helping talented individuals with financial need earn financial certifications, advance their careers, and better serve their communities. Your donation helps underrepresented professionals advance their careers by earning industry-leading certifications: ✔️ Certified Investment Management Analyst® (CIMA®) ✔️ Certified Private Wealth Advisor® (CPWA®) ✔️ Retirement Management Advisor® (RMA®) By breaking down financial barriers, we unlock opportunities for professionals who represent and serve underserved communities. Celebrate Black History Month by making an impact today! Make your donation at: https://hubs.li/Q037GTTg0 #BlackHistoryMonth #Scholarships #FinancialEducation #GiveBack

‼️ Early Bird Savings for Experience 2025 Ends TODAY! This is your last chance to secure your early bird discount at the best rate available! Register today to take advantage of a $200 savings! And don’t forget - Elite & Signature Members – take advantage of your membership discounts and stack on the early bird rate for even greater savings! ➡️ Secure Your Spot Today! Join us in Austin, TX from March 30-April 2 and learn from the brightest minds in wealth and investment management, including leading advisors, seasoned industry experts, and innovative thought leaders—all sharing actionable insights to help you stand out, gain a competitive edge, and elevate your practice. Register today by calling (303) 770-3377, 10 am - 7 pm EST or by clicking the following registration link: https://hubs.li/Q037xwZd0 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Austin #Texas #CPWAcertification #CIMAcertification #RMAcertification

🔎 Have you explored our Visual Insights Series yet? Designed to simplify complex financial concepts through engaging, visual content, Visual Insights makes intricate strategies accessible and easy to understand. This interactive short-form content takes 10-15 minutes per session and covers vital planning concepts and strategies. 📊 Key Features: ➡️ New visual insights released each month ➡️ Topics include education, estate, investment, retirement, and tax planning ➡️ Accessible to all tiers of membership Be sure to check out the latest topic, “How IRMAA Impacts Social Security Benefits”, now available in members’ Academy dashboards. Not a member, but want to see what the series is about? Explore a preview of "The 4% Rule for Retirement Withdrawals," featuring the Investment & Wealth Institute’s Chief Learning Officer, Ross Riskin, and become a member today to unlock the entire series. Preview here: https://hubs.li/Q037qz0t0 #ContinuingEducation #FinancialAdvisor #FinancialIndustry

Webinar tomorrow! Plan to attend the “Wealth Planning Trends 2025: Super Bowl, Asset Values and Silver Tsunami,” featuring Jeff Brooks, Senior Wealth Strategist for Janus Henderson Investors, where you will learn how you can stand out from the competition by staying ahead of shifting trends in today’s evolving financial landscape. Learn about strategies to help grow your practice and assist clients with tax, estate, and retirement planning in this informative webinar. Sponsored by Janus Henderson Investors. 📅 February 20 - 12:30PM - 1:30PM EST 🎓 Continuing Education Credit Opportunity 👉 Register: https://hubs.li/Q037gcqY0 Registrants who hold their CIMA®, CPWA®, and RMA® certifications are eligible to receive 1 CE credit hour. CFP® attendees may receive 1 CE credit hour, pending approval. Can’t attend? Register anyway! You will receive instructions for accessing the recording within two weeks of the event which will be available for viewing for one year. The recording will be eligible for CE credit for Institute certified professionals who are unable to attend in person. #WealthPlanning #FinancialEducation #FinancialAdvise #FinancialIndustry

🚨 Breakout session alert! Here’s a sneak peek at another one of our engaging breakout sessions at Experience 2025: A Random Walk Toward More Efficient (Retirement) Portfolios. Investment returns commonly are assumed to be independent (or random) across time in financial models. In reality, investments historically have exhibited varying levels of serial dependence, where the returns evolve nonrandomly for both individual investments, i.e., autocorrelation, as well as across investments, to varying levels. In his breakout session, David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions, explores how these effects impact optimal portfolio allocations and notes considerable differences across investment horizons, which can be especially pronounced for more risk averse investors who are concerned with inflation risk, e.g., retirees. Check out David’s preview of his breakout session below! ❗Early bird ends in just TWO days! Join us in Austin, TX from March 30 – April 2 for an unforgettable Experience 2025! Secure your spot today and save $200 – available until February 20! https://hubs.li/Q0378PYf0 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Austin #Texas #CPWAcertification #CIMAcertification #RMAcertification

Certified Private Wealth Advisor® (CPWA®) Enrollment at Chicago Booth School of Business is Open! If you’re ready to take your career to the next level, the CPWA designation is your key to mastering HNW wealth management. The next CPWA class with the Chicago Booth School of Business runs from March 20 – September 18, 2025, and space is limited. ✅ Earn your CPWA in just six months through an online study course, followed by a 3.5 day in-person capstone event in Chicago ✅ Differentiate yourself from the competition as subject matter expert in HNW wealth management ✅ Learn from leading faculty at the prestigious Chicago Booth School of Business ⏳ Deadline: February 28—Don’t miss out! 👉 Enroll today by scheduling time with our Enrollment Counselor Tyler Cook who will also be available to answer any questions you may have. Secure your spot today: https://hubs.li/Q036F-060? #CPWA #WealthManagement #ChicagoBooth #ProfessionalDevelopment #HNWClients

💥 Breaking Barriers. Creating Opportunities. The Investments & Wealth Foundation is committed to reducing the financial barriers that prevent talented individuals from earning industry-leading certifications. This Black History Month, join us in supporting scholarships that transform careers and create a stronger financial profession. Your donation empowers professionals who reflect and serve the communities we live in. Help us make a difference and donate to the scholarship fund today at: https://hubs.li/Q036FPPc0 #BlackHistoryMonth #Scholarships #FinancialEducation #GiveBack

Join us for an informative webinar titled, “Wealth Planning Trends 2025: Super Bowl, Asset Values and Silver Tsunami,” featuring Jeff Brooks, Senior Wealth Strategist for Janus Henderson Investors, where you will learn how you can stand out from the competition by staying ahead of shifting trends in today’s evolving financial landscape.  Explore strategies to help grow your practice and assist clients with tax, estate, and retirement planning in this informative webinar. Sponsored by Janus Henderson Investors.    📅 February 20 - 12:30PM - 1:30PM EST  🎓 Continuing Education Credit Opportunity  👉 Register Today!   Registrants who hold their CIMA®, CPWA®, and RMA® certifications are eligible to receive 1 CE credit hour. CFP® attendees may receive 1 CE credit hour, pending approval.    Can’t attend? Register anyway!  You will receive instructions for accessing the recording within two weeks of the event which will be available for viewing for one year. The recording will be eligible for CE credit for Institute certified professionals who are unable to attend in person. 

🚨 Early Bird Pricing Ends Next Week – Secure Your $200 Savings! Don't miss your chance to attend Experience 2025 at the best rate available! Register by February 20 to take advantage of a $200 savings! Here’s why you won’t want to miss this year’s Experience conference: ➡️ Stellar Keynote Lineup featuring one of Bloomberg’s “Fifty Most Influential”, a #1 New York Times Bestseller author, and other renowned experts covering topics including, 2025 market outlook, health and wealth intersections, AI and HI integration, and more! ➡️️ Over 30 Engaging Breakout Sessions to help you stay ahead with your CIMA®, CPWA®, and RMA® designations. ➡️ Relevant Session Topics on how to build better portfolios with alternatives, the latest trends in the crypto market, tax planning strategies, generational wealth transfer strategies and advisor succession planning. ➡️ Invaluable Networking Opportunities with peers, members, and industry leaders, as well as the premiere of Braindates, self-directed peer-to-peer learning sessions tailored to your business needs. ➡️ Explore the Live Music Capital of the World® by enjoying Austin’s energetic music scene, numerous outdoor adventures, and world-famous BBQ. Elite & Signature Members – enjoy an expedited check-in, a welcome drink and gift, and access to VIP lounge throughout the event. Plus – don't forget to stack your membership discounts with early bird for even greater savings! 👉 Join us in Austin, TX from March 30 – April 2 for an unforgettable Experience 2025! Register by February 20 and save $200! Secure your spot today by calling (303) 770-3377, Monday - Friday, 10 am - 7 pm EST or by clicking the registration link: https://hubs.li/Q036BZqH0 #Experience2025 #WealthManagement #InvestmentManagement #RetirementManagement #FinanceConference #ContinuingEducation #NetworkingEvent #Austin #Texas #CPWAcertification #CIMAcertification #RMAcertification